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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$205K 0.04%
+815
452
$204K 0.04%
6,186
-559
453
$204K 0.04%
10,708
-5,836
454
$204K 0.04%
+7,245
455
$204K 0.04%
9,982
-1,735
456
$203K 0.04%
+1,963
457
$199K 0.04%
+10,430
458
$197K 0.04%
23,197
-10,200
459
$194K 0.04%
5,979
-939
460
$193K 0.04%
+32,641
461
$189K 0.04%
+15,347
462
$183K 0.03%
27,528
-10,795
463
$182K 0.03%
15,584
-854
464
$178K 0.03%
32,802
+452
465
$178K 0.03%
12,238
466
$175K 0.03%
10,062
467
$172K 0.03%
+11,061
468
$171K 0.03%
13,847
+1,800
469
$170K 0.03%
12,100
-17,880
470
$164K 0.03%
16,672
471
$163K 0.03%
+10,501
472
$162K 0.03%
18,403
-1,000
473
$160K 0.03%
11,903
-3,319
474
$158K 0.03%
10,970
475
$156K 0.03%
10,260
-8,229
17 18
19
20 21